See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,728 | $127,065+72.9% | $113,168+94.2% | $142,382+54.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.97% | 24.03%-9.1pp | 24.27%-9.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,656 | $3,442-22.9% | $2,975-10.7% | $4,299-38.2% |
| Participant deferral / active EE | $6,957 | $5,716+21.7% | $5,107+36.2% | $6,507+6.9% |
| Admin fee / account holder | $3,294 | $15,736-79.1% | $12,068-72.7% | $12,624-73.9% |